Solution Architect

Job description

Company Description

Insightsoftware

is a leading provider of reporting, analytics, and performance management solutions.

Over 30,000 organizations worldwide rely on us to support business needs in the areas of accounting, finance, operations, supply chain, tax, budgeting, planning, HR, and disclosure management.

We enable the Office of the CFO to connect to and make sense of their data in real time so they can proactively drive greater financial intelligence across their organization.

Our best-in-class solutions provide customers with increased productivity, visibility, accuracy, and compliance.

Learn more at

Job Description

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO.

We believe an actionable business strategy begins and ends with accessible financial data.

With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions.

With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.

Learn more at

Job Description

Overview: As a Delivery Director you will operate as both a regional project director and a senior solution architect for our Planning, Budgeting & Financial Consolidation offerings.

You will steer multiple concurrent customer programs from scoping through adoption while dedicating up to 50% of your time to pre‑sales activities that generate professional‑services revenue.

Partnering closely with Sales Directors, you will shape deal strategy, scope Statements of Work (SOWs), and present executive‑level delivery proposals.

Internally, you will mentor and coach a team of Solution Architects and Consultants, safeguard delivery excellence, and own utilization and margin targets for your portfolio.

Key Responsibilities

Below is an indicative split of your time.

Actual allocation will flex based on pipeline and active project load.

Delivery & Programme Leadership (~50%)

• Serve as project director on large or complex implementations, owning delivery governance, commercials, and client success.
  
  
• Establish programme structure, communication cadence, and risk‑management processes across customer, partner, and insightsoftware teams.
  
  
• Drive steady, measurable progress toward clearly defined scope, schedule, and margin goals; intervene early to remove road‑blocks.
  
  
• Provide technical and functional vision, guidance, and quality assurance to Solution Architects across parallel work‑streams.
  
  
• Champion delivery standards, agile best practices, and continuous‑improvement initiatives.
  
  
• Escalate and resolve project issues promptly, protecting both customer satisfaction and commercial outcomes.
  
  

Sales & Business Development (~50%)

• Lead services‑scoping workshops during sales cycles; craft persuasive SOWs that set clear scope, staffing, timeline, and profitability expectations.
  
  
• Collaborate with Account Executives to build delivery road‑maps and value propositions that accelerate deal velocity.
  
  
• Present proposals and solution architectures to C‑suite and senior finance leadership, establishing yourself as a trusted advisor.
  
  
• Identify upsell and cross‑sell opportunities within existing accounts and hand off qualified leads to Sales / Customer Success.
  
  
• Contribute to quarterly revenue forecasting, pipeline reviews, and pricing strategy; maintain discipline around bookings, backlog, and utilization metrics.
  
  
• Build and nurture relationships with strategic implementation partners to augment capacity and drive a healthy partner‑to‑insightsoftware revenue mix.
  
  

Qualifications

Preferred Education and Experience:

• 10+ years of progressive experience delivering Enterprise Performance Management (EPM) or Finance Transformation programmes, with at least 5 years in a senior engagement‑lead or programme‑director role.
  
  
• Deep functional knowledge of Finance, FP&A, and Accounting processes; hands‑on expertise with at least one leading EPM platform (e.g., Anaplan, OneStream, SAP BPC, CCH Tagetik).
  
  
• Proven track record scoping and negotiating multi‑million‑dollar SOWs and exceeding services KPIs (bookings, revenue, margin, utilization).
  
  
• Demonstrated success leading geographically dispersed, multi‑vendor delivery teams using agile / hybrid methodologies.
  
  
• Strong commercial acumen, executive‑level communication skills, and ability to translate complex issues into clear, actionable plans.
  
  
• Bachelor's or Master's degree in Finance, Accounting, Business Analytics, Information Systems, or related discipline; MBA or equivalent experience preferred.
  
  

Travel Requirements:

• Willingness to travel up to 25%.
  
  

Personal Attributes:

• Leadership

• Business Acumen

• Persuasiveness
• Resilience
• Calm

Under Pressure

• Methodical
• Innovative
• Articulate
• Active Listener
• Coaching Mind‑set

Qualifications

Preferred Education and Experience:
•    Bachelors or Master's degree in Finance, Accounting, Business Analytics or Business Systems 
•    Experience with EPM solutions such as SAP BPC, One Stream, Anaplan, CCH Tagetik or similar.
Travel Requirements:
•    Willingness to travel up to 25%.
Personal Attributes:
•    8+ years' experience in accounting or finance with strong focus on budgeting and forecasting 
•    In-depth knowledge of accounting processes and financial planning & analysis.
•    Excellent technology skills related to product implementation.
•    High proficiency in Excel, along with strong skills in other Microsoft Office products (Word, PowerPoint), and basic computer skill
•    Ability to answer intermediate-level product questions on various functionalities.
•    Excellent presentation, written and oral communication skills 
•    Strong troubleshooting and problem-solving skills 
•    Ability to multi-task and prioritize multiple competing tasks

Additional Information

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located.

**

insightsoftware About Us: Hear From Our Team - InsightSoftware )

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law.

We are proud to be an equal opportunity workplace.

Required Skill Profession

Other General